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Size: Small Industry: Natural Resources & Environmental, Non-Profit Applications: Xero

Global Action Plan case study

Global Action Plan is the UK’s leading environmental behavior change charity and, since 1993, has helped businesses, schools and communities reduce their impact on the environment. They achieve environmental and financial savings in the UK by empowering people to take action on energy, waste, water, and travel.

Global Action Plan is the only UK charity whose programmes are endorsed by the United Nations Environment Programme. We had a chance to sit down with Matt Punyer, Finance Assistant for Global Action Plan to gather his thoughts on the process of Webexpenses.

With Webexpenses it has become a much more efficient process – it’s cut out a lot of time-consuming and repetitive data entry. We estimate that it’s cut the process by around one and a half hours for each claim.

What challenges did you face with expense management before Webexpenses?

Before Webexpenses we used a manual system; people would fill in an Excel spreadsheet, attach any receipts and then pass it onto finance. They would enter all of that information into Sage and also onto another spreadsheet, so it was quite long winded and with a lot of admin.

How did Webexpenses help?

With Webexpenses it has become a much more efficient process – it’s cut out a lot of time-consuming and repetitive data entry tasks. We estimate that it’s cut the process by around one and a half hours for each claim.

The other area it has helped us is with cutting down on the amount of paper in the office. As a company which promotes sustainable and energy efficient ways of working – this is really important for us.

What would you say to others considering Webexpenses?

It has proved itself to be a great tool for us and it’s definitely something I would recommend for any organization who’s still using paper-based reporting and looking for a way to cut out a big chunk of their admin time.

If you’re interested in finding out more about Webexpenses, feel free to contact us or book a free demo.